Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,739 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $669 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
8,988
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 82.06%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,970
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Added 922.81%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
8,968
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2024
Added 1273.35%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
8,959
shares
|
$2.01 Million
1.46% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
8,956
shares
|
$2.01 Million
0.74% of portfolio
|
Q3 2024
Added 957.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
8,955
shares
|
$2.01 Million
0.36% of portfolio
|
Q3 2024
Added 1001.48%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,954
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Added 1029.13%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
8,929
shares
|
$2 Million
0.39% of portfolio
|
Q3 2024
Added 858.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,918
shares
|
$2 Million
0.18% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
8,912
shares
|
$2 Million
1.42% of portfolio
|
Q3 2024
Added 891.32%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
8,911
shares
|
$2 Million
0.91% of portfolio
|
Q3 2024
Added 941.0%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$2 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
8,879
shares
|
$1.99 Million
0.53% of portfolio
|
Q3 2024
Added 1141.82%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,860
shares
|
$1.99 Million
0.66% of portfolio
|
Q3 2024
Added 901.13%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
8,859
shares
|
$1.99 Million
0.84% of portfolio
|
Q3 2024
Added 852.58%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Nov 08, 2024 Q3 2024 |
8,837
shares
|
$1.98 Million
0.44% of portfolio
|
Q3 2024
Added 2461.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,800
shares
|
$1.97 Million
0.24% of portfolio
|
Q3 2024
Added 884.34%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,799
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
8,796
shares
|
$1.97 Million
0.65% of portfolio
|
Q3 2024
Added 909.87%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,783
shares
|
$1.97 Million
0.57% of portfolio
|
Q3 2022
Reduced 18.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
8,781
shares
|
$1.97 Million
0.25% of portfolio
|
Q3 2024
Added 924.62%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
8,750
shares
|
$1.96 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
8,740
shares
|
$1.96 Million
0.18% of portfolio
|
Q3 2024
Added 1694.66%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,720
shares
|
$1.96 Million
0.88% of portfolio
|
Q4 2022
Reduced 0.86%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
8,720
shares
|
$1.96 Million
0.4% of portfolio
|
Q3 2024
Added 834.62%
|